Job Description

Job description

The health and safety of our employees and candidates is very important to us. Due to the current situation related to the Novel Coronavirus (COVID-19), we\xe2\x80\x99re leveraging our digital capabilities to ensure we can continue to recruit top talent at HSBC. As your application progresses, you may be asked to use one of our digital tools to help you through your recruitment journey. If so, one of our Resourcing colleagues will explain how our video-interviewing technology will be used throughout the recruitment process and will be on hand to answer any questions you might have. Some careers open more doors than others If you\xe2\x80\x99re looking for a career that will unlock new opportunities, join HSBC and experience the possibilities. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further. Business Description: Retail Banking and Wealth Management serves more than 50 million customers worldwide with a complete range of banking and wealth management services to enable them to mana The role incumbent will provide support to CEP/Premier/Mortgages sales teams in tracking portfolio, lead management & BAU activities. S(he) will also support on resolving queries /complaints and liaise with the central teams to ensure resolution. Principal Responsibilities: The role incumbent will provide support to CEP/Premier/Mortgages sales teams in tracking portfolio, lead management & BAU activities. S(he) will also support on resolving queries /complaints and liaise with the central teams to ensure resolution. \xc2\xa7 Facilitate the acquisition team enabling them to achieve targets- Assisting in acquiring, processing & opening of New-To-Bank Accounts (Both Premier & Advance), Cards, Personal Loans & Home Loans \xc2\xa7 Home Loans & Credit Cards file processing \xc2\xa7 File and form checking for Account Opening \xc2\xa7 Lead Management for Corporate Employee Programme (CEP) CSO, Mortgage DSF, Premier Client Management(PCM) - assigning and tracking leads, ensuring proper closure in CRMS with apt narration \xc2\xa7 MI Management- MI agreement tracker to be properly maintained \xc2\xa7 Maintaining Daily Report, Sales reports, Sales Call Data & Recruitment Tracker \xc2\xa7 Maintaining data for TPMI Agreements \xc2\xa7 Ensure a consistently high level of product and service delivery for relevant customer/sales touch points \xc2\xa7 Develop and maintain good customer relations and ensure effective service delivery (including Complaint Management) \xc2\xa7 Extend support towards reduction in KYC errors, discrepancies \xc2\xa7 Monitoring requests for Salary processing done through payments, processing of other ad hoc payments like bonus, incentives etc. \xc2\xa7 AOF checking and maintaining, ensuring proper completeness of forms \xc2\xa7 Develop a collaborative environment with all members of sales team

• Be a role model of HSBC Group Values, lead by demonstrating and driving value based culture that imbibes Treating Customer Fairly (TCF) principles in all spheres of RBWM Business.
• Ensuring adherence to all audit and sales compliance requirements.
• Comply with the applicable laws, regulations, Group and local policy related to Sanctions and AML policy of HSBC while undertaking various day to day operations.
• Demonstrate an understanding of PEP acceptance, prohibition, CDD & EDD guidelines in order to ensure that the INM RBWM is fully compliant with the PEP LoBP. Demonstrate an understanding of PEP acceptance, prohibition, CDD & EDD guidelines in order to ensure that the INM RBWM is fully compliant with the PEP LoBP.
• Be aware and identify high risk indicators for various products and Services offered by INM RBWM (ex. cash, insurance, credit cards products etc.)
• Ensure that all records are obtained in respect of INM RBWM customers or New to bank customer for any products and services provided by HSBC are as per the process laid down.
• Ensure Adherence to the regulatory guidelines and internal AML & Sanction Policy of HSBC, which includes pouch and mail, monetary instruments, cash services and payment transparency Line of Business Procedures
• Must be aware of the scope of services of various products and services that are offered and those which are prohibited because of the guidelines laid down in the line of Business procedures and must ensure the same is communicated to customer in an effective and polite manner

Requirements

• Bachelor\'s degree or equivalent experience
• Experience (preferable) in frontline customer services/ relationship management.
• Strong communication, client focus and influencing skills
• Sound knowledge on the Banking sector in general
• Able to communicate well in English and local languages

Useful Links Link to Careers Site: Click HERE You\xe2\x80\x99ll achieve more when you join HSBC. HSBC is committed to building a culture where all employees are valued, respected and opinions count. We take pride in providing a workplace that fosters continuous professional development, flexible working and opportunities to grow within an inclusive and diverse environment. Personal data held by the Bank relating to employment applications will be used in accordance with our Privacy Statement, which is available on our website. Issued by The Hongkong and Shanghai Banking Corporation Limited, India